WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio
Episodes
217 episodes
AOUT: Redefining Outdoor Innovation: a Disruptive Approach to Outdoor Products
In this episode of the WTR Small-Cap Spotlight Podcast, American Outdoor Brands President & CEO Brian Murphy and CFO Andy Fulmer join host Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Do...
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28:47
Would You Like AI with That? Circus Disrupts Foodservice
In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and technology analyst James Kisner are joined by Nikolas Bullwinkel, Founder and CEO of Circus SE (Frankfurt: CA1). Bullwinkel previously co-founded quick commerce company Flink...
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29:00
The "Cost of Equity" Pivot - Why Structure Now Matters More than Rates
Our guest for this Flashcast edition is Shawn Severson, CEO and Co-Founder of Water Tower Research, and Head of Market Commentary and Thematic Research. Shawn breaks down his latest research, “The Cost of Equity Pivot: Why Structure Now Mat...
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6:10
Blue Biofuels (BIOF) CEO on CTS Tech and Transforming Plant Waste into Low-Cost, Low Carbon SAF
On this week's episode of the WTR Small-Cap Spotlight, Benjamin Slager, Chief Executive Officer and Chairman of Blue Biofuels (US OTC: BIOF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, ...
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22:18
Why Small Caps Are Heating Up — And How Cboe’s RUT Options Let Investors Play It
Our guest for this episode is Rick Rosenthal, Director of Business Development at Cboe Global Markets (Cboe: CBOE), where he focuses on helping advisors and wealth managers utilize options-based strategies. He joins Tim Gerdeman, Vice Chair, Co...
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22:59
How Entropy Neurodynamics (ASX: ENP) Is Shaping Psychedelic‑Assisted Therapy: Psilocin Programs, Binge Eating Disorder, and EEG Biomarker
In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and healthcare analyst Robert Sassoon are joined by Dr. Jim Gilligan, President and Chief Science Officer of Entropy Neurodynamics (ASX: ENP), formerly Tryptamine Therapeutics. D...
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28:12
Anixa' (ANIX) T-Cell Innovations Demonstrate Early Breakthrough Potential in Solid Tumors
In this special Flashcast episode of the WTR Small-Cap Spotlight podcast, Tim Gerdeman sits down with WTR Healthcare analyst Robert Sassoon to discuss his Initiation of Coverage Report on Anixa Biosciences. Their conversation expl...
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13:10
LifeVantage’s (LFVN) “Breakthrough Era”: Integrating Love Biome, Driving Innovation, and Activating Growth in 2026
In this episode of the WTR Small Cap Spotlight Podcast, LifeVantage President & CEO Steve Fife and Chief Sales Officer Kristen Cunningham join Water Tower Research to discuss the company’s “Breakthrough Era” and strategic priorities for 202...
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22:01
Abundia Global Impact Group (AGIG) Initiation of Coverage Review: Advancing Proven and Modular Waste-to-SAF Projects
Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they unpack WTR’s Initiation of Coverage report for Abundia Global Impact Group (NYS...
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10:22
FET 2030 Strategy Underpins Growth Potential
In this episode, WTR’s Tim Gerdeman is joined by Forum Energy Technologies (NYSE: FET) President & CEO Neal Lux and EVP & CFO Lyle Williams, along with WTR analyst Jeff Robertson, to unpack the company’s FET 2030 strategy and how it bui...
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27:51
The lure of the NASDAQ for Biotechs
In this special Flashcast episode of the WTR Small-Cap podcast, Tim Gerdeman and WTR Healthcare analyst Robert Sassoon break down why more than 90% of biotech companies listed on a U.S. exchange choose NASDAQ over the NYSE.
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7:10
Comstock Inc. (LODE) Initiation of Coverage Review: Innovative Solutions Yielding Silver, Aluminum, SAF and More
Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they dive into WTR’s Initiation of Coverage report for Comstock Inc. (NYSE: LODE), a...
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10:00
Polar Power (POLA) CEO on Penetrating New Markets with DC Power & Cooling Solutions
On this week's episode of the WTR Small-Cap Spotlight, Arthur Sams, President, CEO and Chairman of the Board of Polar Power (NASDAQ ticker POLA), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Wate...
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21:45
Redefining Cancer Treatment: Calidi Biotherapeutics’ Approach to Enable Systemic Oncolytic Virotherapy for Metastatic Disease
In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Eric Poma PhD, CEO of Calidi Biotherapeutics Inc (NYSE American: CLDI). The discussion focuses on how Calidi is solvi...
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18:38
Ocean Power Technologies (OPTT) CEO on Big DHS Contract Win and Scope of Maritime Border Opportunities
On this week's episode of the WTR Small-Cap Spotlight, Philipp Stratmann, CEO of Ocean Power Technologies (NYSE: OPTT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, a...
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21:50
SAF and the Untapped Potential of Farming, Fuel, Waste Plastics, Forests, and CCS
Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter’s recent...
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Season 2
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Episode 134
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7:20
Co-Diagnostic' Technology to Deliver Accessible, High-Fidelity Gold Standard PCR Testing Like No Other
In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Dwight Egan, CEO of Co-Diagnostics Inc. (NASDAQ: CODX), about the company’s evolution from a pandemic-era PCR testing provider to ...
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Season 2
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Episode 133
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19:47
C3 AI: The Enterprise AI Platform Connecting Models, Data & Applications
In our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cl...
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Season 2
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Episode 132
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12:26
Avient Corp. – Taking the Next Step in Company Evolution
Chemicals and Materials Technology analyst Dmitry Silversteyn discusses Avient’s history of evolution from an M&A driven business model to an above-GDP organic grower driven by technology, customer intimacy and new market penetration, led b...
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Season 2
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Episode 131
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16:19
CEO Jagi Gill on How Apyron's Innovative Neurostimulation Solution Breaks the Chronic Pain Barrier
In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon talk with Apyron CEO Jaggi Gill about the company's innovative neurostimulation technology for chronic pain, an all too prevalent affliction...
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Season 2
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Episode 130
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22:06
Cloudastructure (NASDAQ: CSAI) - AI Comes to Video Surveillance: See More, Act Faster
In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner speak with James McCormick, CEO of Cloudastructure (NASDAQ: CSAI), about bringing AI to video surveillance and remote guarding. The discussion covers how the company's cl...
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Season 2
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Episode 129
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34:28
XCF Global (SAFX) New CEO on SAF Strategy and First Mover Advantages from Reno to Australia
On this week's episode of the WTR Small-Cap Spotlight, Chris Cooper, the new CEO of XCF Global (NASDAQ: SAFX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter ...
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Season 2
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Episode 128
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37:18
RenovoRx’ Differentiated Targeted Drug Delivery Platform Addressing Hypovascular cancers
In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Shaun Bagai, CEO of RenovoRx (NASDAQ: RNXT). The company is pioneering targeted oncology therapies and commercializing R...
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Season 2
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Episode 127
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16:27
Homerun Resources, Inc (HMRFF): Solar Glass Alternative to China’s Dominance
Homerun Resources, Inc. is developing a vertically integrated HPQ silica to glass enterprise in Brazil that looks to provide a less expensive, environmentally friendly alternative to China’s dominance in solar panel and other technology vertica...
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Season 2
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Episode 126
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32:13
AGIG Breaking New Ground - Advancing Waste-to-Fuel Strategy on the Houston Ship Channel
Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter’s recent report on Abundia Global Impact Group (AGIG) including: ...
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Season 2
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Episode 125
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9:14